A team of support users at Cloud Kicks is temporarily assisting inside sales reps make follow-up calls to prospects that filled out an interest form online. The team currently does not have access to the Lead object. How should an administrator provide proper access?
A. Create a new profile
B. Configure permission sets
C. Assign a new role
D. Set up manual sharing
B. Configure permission sets
Key phrases: “team of support users” & “temporarily assisting”
Creating a new profile would be overkill - they are still support users, requiring one small difference in access.
Roles only control which records are visible to the user, based on the hierarchy.
Manual Sharing gives record-access, not access to the full object.
The administrator has been asked to automate a simple field update on the account. When a support agent changes the status of the account to ‘Audited’, they would like the system to automatically update the Audited Date field on the account with today’s date. What Salesforce Feature should be used?
A. Flow Builder
B. Validation Rule
C. Approval Process
D. Formula Field
A. Flow Builder
Go to Setup → Flows → New Flow → Record-Triggered Flow
Configure the trigger:
*Object: Account
*Trigger: When a record is updated
*Condition: Type = Customer
Update the record that triggered the flow:
Add Element: Update Records
Set: Description = “Updated automatically by Flow”
Save and Activate the flow.
An administrator gets a rush request from Human Resources to remove a user’s access to Salesforce immediately. The user is part of a hierarchy field called Direct Manager. What should the administrator do to fulfill the request?
A. Freeze the user to prevent them from logging in while removing them from being referenced in the Direct Manager field.
B. Deactivate the user and delete any records where they are referenced in the Direct Manager field.
C. Change the user’s profile to read-only while removing them from being referenced in the Direct Manager field.
D. Delete the user and leave all records where they are referenced in the Direct Manager field without changes.
A. Freeze the user to prevent them from logging in while removing them from being referenced in the Direct Manager field.
Setup → Users → find the user → click Freeze
When a sales rep clicks a button on an Opportunity, a simple discount calculator screen should be launched. What tool can you use to create the discount calculator?
A. Process Builder
B. Platform Event
C. Flow Builder
D. Workflow Rule
C. Flow Builder
Go to Setup → Flows → New Flow → Screen Flow
[Input] Screen Element:
* Add Number component
* Label: Price
* Click Done
[Math] Formula Resource:
* Create a Formula resource
* Resource Type: Formula
* API Name: DiscountedPrice
* Data Type: Number
* Formula: Price * 0.9
* Click Done
[Display Result] Screen Element:
* Add Display Text component
* Enter: “Your discounted price is {!DiscountedPrice}”
* Click Done
Save and Activate the flow.
An administrator supporting a global team of Salesforce users has been asked to configure company settings. Which two options should the administrator configure? (Choose 2)
A. Currency Locale
B. Default Language
C. Password Policy
D. Login Hours
A. Currency Locale
B. Default Language
These are configured under “Company Information”. What is the company’s default language, if global? What currency or currencies will be used for the business?
Cloud Kicks needs a way to ensure that when an Opportunity is marked Closed Won, a related custom object record called “Project” is automatically created.
A. Workflow Rule
B. Flow Builder
C. Quick Action
D. Approval Process
B. Flow Builder
Setup → Flows → New Flow → Record-Triggered Flow
Object: Opportunity
Trigger: When record is updated
Condition: Stage = Closed Won
Add Create Records element:
Object: Task
Related To: Opportunity
Subject: “Post-Sale Follow-Up”
Save and Activate
DreamHouse Realty wants to allow users to create new Contacts from the Account record. Which feature should the administrator configure?
A. Related List
B. Quick Action
C. Global Action
D. Lookup Filter
B. Quick Action
Quick Actions let users create or update records directly from a record page without leaving the page. In this scenario: from an Account, a user can click a button to create a Contact.
Goal: Let users create Contacts from an Account record.
Object Manager → Account → Buttons, Links, and Actions
* Click New Action
* Action Type: Create a Record
* Target Object: Contact
Label: “New Contact”
Add the action to the Account page layout.
Save & Test.
DreamHouse Realty wants to offer a form on its Experience Cloud site where inspectors will submit findings from a property inspection.
A. Related List
B. Autolaunched Flow
C. Record Detail
D. Screen Flow
D. Screen Flow
If the exam asks for “user input” or a “form” to fill out, it is always a Screen Flow. Autolaunched & Record-Triggered Flows are for automation without screens popping up.
Related List is a list of related objects on the page layout.
Record Detail is the group of fields on the page layout.
The administrator at Cloud Kicks has been asked to replace two old workflow rules that are doing simple field updates when a lead is created to improve processing time. What tool should the administrator use to replace the workflow rules?
A. Quick Action Flow
B. Before Save Flow
C. Scheduled Flow
D. Screen Flow
B. Before Save Flow
Before-Save Flow = filling in the blank fields before you submit the form. After-Save Flow = submitting the form, then someone else edits the form after it’s already submitted.
After-save is much slower and unnecessary if all you want is to update a field automatically.
Tip: If the question says automatic field updates on creation or edit and speed matters, think Before-Save Flow. It’s the modern, faster replacement for old workflow rules.
Practice:
Setup → Flows → New Flow → Record-Triggered Flow
Object: Lead
Trigger: When a record is created
Before Save (Fast Field Updates)
Add Update Records
Field: Lead Source = Web
Save & Activate
Question 3
An administrator at Universal Containers needs an automated way to delete records based on field values.
A. Process Builder
B. Flow Builder
C. Automation Studio
D. Workflow
B. Flow Builder
Only Flow Builder can delete records of the options listed.
Automation Studio is part of Marketing Cloud, not basic admin.
Setup → Flows → New Flow → Record-Triggered Flow
Object: Task
Trigger: When record is created or updated
Condition: Status equals Completed
Add “Delete Records” element
Delete the record that triggered the flow
Save and Activate
